Investor presentation · Royal CRM-X

Investor presentation · facts marked Live are in the product today; Pilot and Roadmap items are labelled.

Royal WhatsApp CRM-X

The WhatsApp-first AI CRM & ERP for business, ministries and embassies.

A WhatsApp-first AI CRM + ERP platform by Royal WhatsApp: one secure workspace where every department has its own trained AI agent, and every sensitive answer stays under human control.

The problem

Customers, citizens and suppliers already live on WhatsApp — organisations answer from scattered phones with no records, approvals or knowledge.
Quotations, BOQs, site reports and visa questions are handled manually, slowly and inconsistently.
Generic chatbots invent answers — unacceptable for pricing, government rules or dignitaries.

The solution

Many official WhatsApp numbers → one inbox

A grounded AI agent per department

New / returning / VIP recognition & protocol

BOQ → price match → approved branded quotation

Field DPRs by WhatsApp & voice → ERP

Embassy & ministry public-service agents

What is built today

Live capabilities

Pilot

Roadmap

• Omnichannel Inbox — Every WhatsApp number, mailbox and department in one real-time inbox.

• AI Agent Studio — A separate trained agent for every department — answering on WhatsApp from your approved knowledge.

• Knowledge Base — Upload once — BOQs, price lists, policies, forms, company profiles — and every agent stays accurate.

• Commercial Studio — From a customer's BOQ on WhatsApp to an approved, branded quotation in minutes.

• Field Operations — OSP telecom and construction DPRs collected by WhatsApp and voice, approved by PMs, synced to ERP.

• Diplomatic & Public Service — Embassies and ministries answer 80% of routine public queries on WhatsApp — safely.

• HR & Recruitment — Post jobs, receive CVs on WhatsApp, get evidence-based AI summaries.

• BrandSphere Content — Brand kits and AI-drafted posts with an approval gate before anything is published.

• CRM, Broadcasts & Automations — Contacts, pipelines, compliant broadcasts and no-code automations.

• Platform, Security & Mobile — Multi-tenant SaaS on Convex, Clerk and Vercel — built for ministries and enterprises.

Markets

Commercial

SMEs & enterprises with sales/support on WhatsApp

Construction & OSP

Contractors needing BOQ pricing and field reporting

Trading

Distributors quoting price lists daily

Government

Embassies, consulates, ministries, call centres

Business model

SaaS subscriptions: Starter, Business, Enterprise, Government (per module and seat).
Usage: WhatsApp conversations and AI tokens passed through with margin.
Services: onboarding, knowledge setup, ERP/VFS integrations, dedicated government tenancy.

Technology & trust

Next.js on Vercel · Convex real-time database · Clerk identity · Meta WhatsApp Cloud API · Anthropic Claude · Resend email. Strict tenant isolation, audit trail, encrypted provider tokens, signed webhooks, human approvals, kill switches, English/Arabic RTL. Native Android/iOS apps on the same API are on the roadmap.

Roadmap

Voice agent pilot (Saudi numbers), Meta embedded signup, payment gateway

Then

Android & iOS apps, Telegram/SMS adapters, commerce connectors

Later

Forecasting for delays & cost, VFS/government integrations, video content pipeline

Two brands, one platform

brandspherex.nttgroups.com and crmx.royalwhatsapp.com serve the same multi-tenant platform with their own branding — one codebase, one security model, two go-to-market channels.